Company lists · Data refreshed September 2026

Top 12 Personal financial advisors based in West Hartford, United States

Name: Personal financial advisors based in West Hartford, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 25 companies tracked

RevenueBase identified 25 company matches for personal financial advisors associated with West Hartford, United States as of September 2026 and tracks 305 professional contacts across them, including 165 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); West Hartford has 25.

This list covers company matches for personal financial advisors associated with West Hartford, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

25Companies

305Contacts tracked

165Verified emails

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The 12 largest personal financial advisors based in West Hartford, United States

Ranked by team size

Top 12 of 25 company matches for personal financial advisors based in West Hartford, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Apella Wealth	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	51-200	129 contacts →
	Exact match “At Apella, our focus is You.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Lindberg & Ripple	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	11-50	33 contacts →
	Exact match “Build, protect, and preserve your wealth with a team of independent investment and insurance advisors has been putting your interests first for more than 40 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	YHB Investment Advisors, INC	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Working with YHB, clients can expect well-informed and objective advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	The Roth Financial Group	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Our mission is to help our clients live free of financial stress.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	HFM Wealth Management	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “No matter where you are in life, your financial story has potential-and we’re here to help you unlock it.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Johndrow Wealth Management	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “We seek solutions to the questions:"what does financial freedom mean to you?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Fierston Financial Group	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “As an independent, family-owned and operated wealth management firm, we have a distinct perspective on financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	WP Financial, LLC	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Investment advice offered through Private Advisor Group, a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Bergenn Financial Group	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Our approachable team of compassionate advisors is here to help successful professionals navigate every financial decision with clarity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Entrust Wealth Partners, LLC	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Helping you pursue your goals is what we do.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Burr Capital Advisors	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “As an independent, fee-based financial service, Burr Capital Advisors is here to help you pursue financial independence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Sheridan Wealth Management	Exact match	West Hartford, CT, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Sheridan Wealth Management was founded around a main purpose; helping people find their path to financial freedom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 12 of 25 personal financial advisors based in West Hartford, United States

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Personal financial advisors based in West Hartford, United States at a glance

As of Sep 20, 2026

54.1%Verified-email coverage

12.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for West Hartford, so it is reported there. Company counts and contact totals on this page are exact for West Hartford, over 25 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with West Hartford, United States whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 165 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in West Hartford, United States?

RevenueBase identified 25 company matches for personal financial advisors associated with West Hartford, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Apella Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). West Hartford has 25.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 165 professional contacts with verified work emails tracked across these 25 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.